Purchases and Sales Made in Q4 2022 in Ishares Tr Edge Msci Intl Valu (IVLU)
This table provides information about the institutional ownership of Ishares Tr Edge Msci Intl Valu (IVLU) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES TR EDGE MSCI INTL VALU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
12.2K+ 12.7% |
$241K - $288K
|
108K
$2.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
12.2K+ 59.46% |
$240K - $288K
|
32.6K
$901K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.1K+ 100.93% |
$240K - $287K
|
24.1K
$667K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.9KNew |
$236K - $282K
|
11.9K
$329K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.4KNew |
$226K - $271K
|
11.4K
$316K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.1KNew |
$200K - $240K
|
10.1K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
10K+ 66.67% |
$198K - $237K
|
25K
$691K
|
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
9.92KNew |
$196K - $235K
|
9.92K
$274K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.91KNew |
$196K - $235K
|
9.91K
$274K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
9.41KNew |
$186K - $223K
|
9.41K
$260K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
8.94K+ 26.87% |
$177K - $212K
|
42.2K
$1.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
8.68KNew |
$172K - $205K
|
8.68K
$240K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
8.46K+ 16.77% |
$167K - $200K
|
58.9K
$1.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.25K+ 34.03% |
$163K - $195K
|
32.5K
$898K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.1K+ 30.18% |
$140K - $168K
|
30.6K
$847K
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.74K+ 0.99% |
$133K - $159K
|
690K
$19.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
5.98KNew |
$118K - $142K
|
5.98K
$165K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.82KNew |
$95.2K - $114K
|
4.82K
$133K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.81KNew |
$75.3K - $90.2K
|
3.81K
$105K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.7K+ 9.06% |
$73.1K - $87.5K
|
44.5K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.49K+ 2.57% |
$69K - $82.6K
|
139K
$3.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.46KNew |
$68.4K - $81.9K
|
3.46K
$95.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.89K+ 35.47% |
$57.1K - $68.4K
|
11K
$305K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.55K+ 9.51% |
$50.4K - $60.3K
|
29.4K
$812K
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
BUY
|
- |
2.55K+ 4.91% |
$50.4K - $60.3K
|
54.4K
$1.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.27K+ 14.82% |
$44.9K - $53.7K
|
17.6K
$486K
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
2.07K+ 1.77% |
$40.8K - $48.9K
|
119K
$3.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.02KNew |
$39.9K - $47.8K
|
2.02K
$55.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.82K+ 132.92% |
$36K - $43.1K
|
3.19K
$88.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.55K+ 8.68% |
$30.7K - $36.7K
|
19.4K
$537K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1.47K+ 818.89% |
$29.1K - $34.9K
|
1.65K
$45.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.38KNew |
$27.2K - $32.6K
|
1.38K
$38.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.31K+ 0.45% |
$25.8K - $30.9K
|
291K
$8.05M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.25K+ 0.36% |
$24.7K - $29.6K
|
347K
$9.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.18KNew |
$23.4K - $28K
|
1.18K
$32.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
925+ 4.91% |
$18.3K - $21.9K
|
19.8K
$546K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
702New |
$13.9K - $16.6K
|
702
$19.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
663New |
$13.1K - $15.7K
|
663
$18.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
546+ 3.75% |
$10.8K - $12.9K
|
15.1K
$418K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
471+ 2.55% |
$9.31K - $11.1K
|
19K
$524K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
391+ 97.75% |
$7.73K - $9.25K
|
791
$21.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
310+ 1.57% |
$6.13K - $7.34K
|
20.1K
$556K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
305New |
$6.03K - $7.22K
|
305
$8.43K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
279+ 1.07% |
$5.52K - $6.6K
|
26.2K
$725K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
251New |
$4.96K - $5.94K
|
251
$6.94K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
212+ 1.18% |
$4.19K - $5.02K
|
18.1K
$501K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
126New |
$2.49K - $2.98K
|
126
$3.48K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
118New |
$2.33K - $2.79K
|
118
$3.26K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
114New |
$2.25K - $2.7K
|
114
$3.15K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
109New |
$2.15K - $2.58K
|
109
$3.01K
|